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XYL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
626
Circle Wealth Management
New Jersey
$235K – – –
GDP
627
Great Diamond Partners
Maine
$233K -$2.09K -20 -0.9%
BWM
628
BlackDiamond Wealth Management
New York
$232K +$21.7K +208 +10%
RP
629
Riverwater Partners
Wisconsin
$231K – – –
DA
630
Dash Acquisitions
California
$231K -$44.5K -426 -16%
UBV
631
United Bank (Virginia)
Virginia
$230K – – –
PI
632
PEAK6 Investments
Illinois
$230K -$92.5K -886 -29%
CI
633
Cigna Investments
Connecticut
$227K -$2.82K -27 -1%
ICG
634
InterOcean Capital Group
Tennessee
$226K -$3.76K -36 -2%
KPWS
635
Kestra Private Wealth Services
Texas
$221K +$1.46K +14 +0.7%
WTC
636
WhitTier Trust Company
Nevada
$221K +$15.1K +145 +7%
GRP
637
Global Retirement Partners
California
$221K +$113K +1,086 +105%
MA
638
MONECO Advisors
Connecticut
$220K +$2.51K +24 +1%
LAM
639
Lakewood Asset Management
Illinois
$219K – – –
TPWA
640
TRUE Private Wealth Advisors
Oregon
$218K – – –
DCM
641
Donaldson Capital Management
Indiana
$216K +$104 +1 +0%
SEC
642
Seven Eight Capital
New York
$215K +$214K +2,049 New
BIP
643
Blueprint Investment Partners
North Carolina
$214K -$193K -1,852 -48%
SC
644
Searle & Co
Connecticut
$214K – – –
GA
645
Geller Advisors
New York
$211K +$11.3K +108 +6%
MBT
646
Montecito Bank & Trust
California
$210K -$31.3K -300 -13%
DILIC
647
Dai-ichi Life Insurance Company
Japan
$210K – – –
PAIM
648
Punch & Associates Investment Management
Minnesota
$209K – – –
ICP
649
Interchange Capital Partners
Pennsylvania
$209K +$209K +2,000 New
CIP
650
Capital Insight Partners
Arizona
$208K -$212K -2,032 -51%
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